Ryan Adams signed Delaware Resource Group of Oklahoma, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Delaware Resource Group of Oklahoma, LLC's EIN is 20-0458298.
Download the official 2024 Form 5500 (PDF) for Delaware Resource Group of Oklahoma, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Delaware Resource Group of Oklahoma, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $90K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTRUST BANK NA | 48-0477525 | — | ADVISOR/INVESTMENT ADV | $113K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $14.1M | 17.1% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $8.9M | 10.8% | |
| AllianceBernstein Large Cap Growth Fund | Other securities | — | — | $6.5M | 7.9% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $6.5M | 7.9% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $6.4M | 7.8% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $5.7M | 6.9% | |
| Fidelity Advisor Stable Value Portfolio | Stable Value | — | — | $5.1M | 6.2% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $4.7M | 5.8% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $4.3M | 5.2% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $2.8M | 3.4% | |
| BlackRock Equity Dividend Fund | Other securities | — | — | $2.8M | 3.4% | |
| Franklin Templeton Small Cap Growth Fund | Mutual Funds | — | — | $2.7M | 3.3% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $2.6M | 3.1% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $2.5M | 3.1% | |
| Fidelity Government Money Market 9 * Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.9M | 2.3% | |
| Notes receivable from participants Maturities ranging from 1 to 10 years, with interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $1.0M | 1.2% | |
| Fidelity Freedom Index 2010 Fund | Mutual Funds | — | — | $1.0M | 1.2% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $951K | 1.2% | |
| Fidelity Advisor Strategic Income Fund | Mutual Funds | — | — | $939K | 1.1% | |
| Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $875K | 1.1% | |
| Neuberger Berman Real Estate Fund | Other securities | — | — | $720K | 0.9% | |
| MFS Blended Research International Equity Fund | Mutual Funds | — | — | $706K | 0.9% | |
| Allspring Special Small Cap Value Fund | Other securities | — | — | $654K | 0.8% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $589K | 0.7% | |
| JPMorgan Mid Cap Growth Fund | Other securities | — | — | $581K | 0.7% | |
| JPMorgan Core Plus Bond Fund | Other securities | — | — | $395K | 0.5% | |
| Fidelity Freedom Index 2070 Fund 80 * Fidelity Freedom Index Income Fund | Mutual Funds | — | — | $367K | 0.4% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $315K | 0.4% | |
| American Century Mid Cap Value Fund | Other securities | — | — | $289K | 0.4% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $280K | 0.3% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $272K | 0.3% | |
| Fidelity Global Ex U.S. Index Fund | Common Collective Trusts | — | — | $82K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROSE ROCK CPAS, PLLC | 26-0852716 | — | ACCOUNTANT/AUDITOR | $10K | — |
